Past Events

July 28, 2022 Website Tutorial: Membership Renewal, A Deep Dive Into the Online Renewal Process
July 20, 2022 Your NAEPC-Hosted Website: New and Upcoming Features
July 18, 2022 Roundtable: Event Planning 101
June 27, 2022 Leadership Day
June 9, 2022 The Accredited Estate Planner® Designation from A - Z
National Leadership and Staff
May 26, 2022 Roundtable: Planning for Your Term as an Officer (with Position-Specific Breakout Sessions)
May 18, 2022 AEP® and EPLS Forum - Estate Planning for the 99%
Jeremiah W. Doyle IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
May 2, 2022 Council Executive / Administrator Session: The Future's So Bright: Strategic Planning, Planning Your Next Programming Year, and Planning for the Unexpected
Facilitated by Misty Griesinger, Cincinnati EPC and Jenna Olson, EPC of Seattle & East King County EPC
April 27, 2022 Roundtable: The Council Nominated AEP® Program and Its Benefit to Your Estate Planning Council
April 22, 2022 Roundtable: Imagining Your Council Post-COVID
Strategies for Sustaining Membership and Engaging Members in New and Different Ways
March 2, 2022 Website Tutorial: Maximizing Event Planning Efficiency Using Event and RSVP Management
February 28, 2022 Roundtable: Council of Excellence Application Workshop
February 23, 2022 AEP® and EPLS Forum - Behavioral Finance: Is it Rational or Irrational?
Kit Mac Nee, CFP®, CRPC®, CSPG. AEP®
January 26, 2022 Roundtable: Starting Your Council's New Year
January 20, 2022 Council Executive / Administrator Session: New Year, New You: A Discussion about Finding Balance, Developing Efficiencies, and Serving Your Clients/Council to the Best of Your Abilities
December 16, 2021 Council Executive / Administrator Development Session
December 1, 2021 Town Hall Roundtable: Your Council's Life After COVID: Returning to In-Person Events
November 16, 2021 Website Tutorial: Your Website's Links, Document Library and Photo Gallery
November 10, 2021 Leadership Day Conference &
Council of Excellence Award Celebration
October 21, 2021 AEP® and EPLS Forum
Discussing Diversity: Considerations for Estate Planning Professionals
Kim Kamin, JD, B.A., AEP®, Max Elliott, Esq., and Terry Navarro, CPA, with Judith A. Saxe, JD, AEP®, CAP®, Moderator
October 19, 2021 Town Hall Roundtable: Membership Growth & Retention
September 28, 2021 Leadership Day Conference
September 23, 2021 The Accredited Estate Planner® Designation from A - Z
September 13, 2021 Website Tutorial: An In-Depth Look at Payment Processing
September 9, 2021 Council Executive / Administrator Development & Website Feedback Session
August 17, 2021 Town Hall Roundtable: Council by Size Session for Large and Extra-Large Councils
August 10, 2021 Town Hall Roundtable: Council by Size Session for Medium Councils
August 3, 2021 Town Hall Roundtable: Council by Size Session for Extra-Small & Small Councils
July 27, 2021 Town Hall Roundtable: Our Council was Dormant during COVID: How do we Regroup?
July 19, 2021 Leadership Day
July 15, 2021 AEP & EPLS Live Streaming Forum
Alex Sheen, Founder of because I said I would
July 12, 2021 Website Tutorial: Guide to Managing Members, Renewals and Applications
NAEPC Webmaster and staff
June 24, 2021 Town Hall Roundtable: Our Council was Dormant during COVID: How do we Regroup?
June 23, 2021 Town Hall Roundtable: Your Council's Life After COVID: Returning to In-Person Events
June 22, 2021 AEP® Designee and EPLS Certificant Forum Event with Panel Discussion and Breakout Sessions
June 17, 2021 Town Hall Roundtable: Learning about the Accredited Estate Planner® Designation Council Nomination Program
June 3, 2021 Webinar: Best Practices: Planning & Execution of Hybrid Meetings
Stephen Buscema of ConferenceAdit
May 25, 2021 Website Tutorial - Admin Advanced: Tips, Tricks and Techniques for Enhancing your Website
Bruce Newburger, NAEPC Webmaster and Sarah Butterfield, NAEPC Administrator
May 18, 2021 Webinar: Best Practices: Planning & Execution of Hybrid Meetings
Stephen Buscema of ConferenceAdit
April 17, 2021 Martin Shenkman’s Collaborative Writing Workshop Registration
April 1, 2021 57th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference Post-Event Access
March 18, 2021 AEP® and EPLS Designee-Only Social
AEP® Committee Leadership & National Board Members
December 31, 2020 Webinar - Group Gathering
Various
December 2, 2020 10th Annual AEP® and EPLS Forum and Election Ceremony for the NAEPC Estate Planning Hall of Fame® Class of 2020
...a Uniquely Collaborative Educational Experience
Turney P. Berry, JD, AEP® (Distinguished) & Charles A. Redd, JD, AEP® (Distinguished)
November 18, 2020 Council Executive/Administrator Development & Website Virtual Feedback Session
October 20, 2020 Council of Excellence Virtual Awards Ceremony &
Regional Leadership Day Wrap Up Party
October 16, 2020 Regional Leadership Day
" Last Chance" Conference
September 23, 2020 Regional Leadership Day Program #6: September 23 & 24, 2020
September 16, 2020 Regional Leadership Day Program #5: September 16 & 17, 2020 - Attendance Has Exceeded Capacity
August 31, 2020 Regional Leadership Day Program #4: August 31 & September 1, 2020 - Attendance Has Exceeded Capacity
August 27, 2020 Regional Leadership Day Program #3: August 27 & 28, 2020 - Attendance Has Exceeded Capacity
August 25, 2020 Regional Leadership Day Program #2: August 25 & 26, 2020 - Attendance Has Exceeded Capacity
August 10, 2020 Regional Leadership Day Program #1: August 10 & 11, 2020 - Attendance Has Exceeded Capacity
August 4, 2020 Website Tutorial - Online Membership Applications: Creating Efficiency while Maximizing Your Council’s Membership Opportunities
July 29, 2020 Town Hall Roundtable
July 13, 2020 Town Hall Roundtable
July 9, 2020 Staff Executive / Administrator Only Town Hall Roundtable
June 24, 2020 Town Hall Roundtable - This Event has Exceeded Capacity, Please Register for Another Upcoming Program
June 11, 2020 Town Hall Roundtable
May 29, 2020 Website Tutorial: Leveraging your NAEPC-hosted Website to Maximize Your Council’s Sponsorship Income
May 27, 2020 Town Hall Roundtable
May 22, 2020 Town Hall Roundtable - Registration Closed, New Date Added
May 19, 2020 Town Hall Roundtable - Registration Closed, New Date Added
May 14, 2020 Town Hall Roundtable - Registration Closed, New Dates Added
May 11, 2020 Town Hall Roundtable - Registration Closed, New Dates Added
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